Rebalancing Portfolio Weights

Is it possible to update a custom portfolio's weights using Python? For example, is there a function where I could upload an array/dataframe containing new trades or updated portfolio weights and have it updated the portfolio in Eikon?

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Accepted answers

raksina.samasiri

Hi @john.fredian ,

According to the answer in this thread

Eikon Data API deals with content it allows you to request a set of data on a set of instruments and next you can process the content retrieved as is required per your needs.
Eikon Data API does not allow to upload portfolio holdings into Eikon, at is intended, at least at present time, solely for Eikon Data retrieval.
But I am answering from Eikon Data API perspective. There may be more information, such as on Eikon tools, that may be helpful in your task. I would recommend reaching out to Eikon support via Eikon->Help->Contact Us, and describing your requirement in full detail, to see if it is possible by other means, such as a third party tool.

All comments

raksina.samasiri

Hi @john.fredian ,

According to the answer in this thread

Eikon Data API deals with content it allows you to request a set of data on a set of instruments and next you can process the content retrieved as is required per your needs.
Eikon Data API does not allow to upload portfolio holdings into Eikon, at is intended, at least at present time, solely for Eikon Data retrieval.
But I am answering from Eikon Data API perspective. There may be more information, such as on Eikon tools, that may be helpful in your task. I would recommend reaching out to Eikon support via Eikon->Help->Contact Us, and describing your requirement in full detail, to see if it is possible by other means, such as a third party tool.

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